Can we not use fields and markers in the Subject Line or body Email Reminders?
Can we not use fields and markers in the Subject Line or body Email Reminders?
Forum Discussion
16 Replies
- Good afternoon Juan,
Unfortunately because reminders are so specific, customized fields cannot be entered into the subject or the body. If you want to have a notification that was set up when certain criteria is met, you would be able to customize your message.
I am sorry but I do hope this answers your question.
Have a great day!
Natalya Waye, Care Team - Natively no but we have a 3rd party add-on that can handle this for you, Courier for QuickBase.
more info here...http://www.quickbasetools.com/#!qb-courier/c1t45 - This is discouraging. I talked my team into letting me put their "license renewal" from Outlook into QuickBase so we could have automatic reminders send out instead of them having to manually send when an Outlook task pops up.
Now I realize it would have been better if we'd kept all of the information in Outlook because we are going to have to type an individual reminder message for every single license we're trying to keep track of.
Thanks. - Juan, all is not lost with this. You don't have to go back to outlook. There are ways to use notifications to help you achieve this. Its not the best solution, QB Courier is :), but notifications can help you.
Mark Schnier provided a nice detailed solution to a similar question, check out this community forum thread:
https://quickbase-community.intuit.com/questions/989572-send-custom-emails-to-non-users-no-out-of-the-box-solution-via-notifications-subscriptions-nor-reminders
Keith - Thx Keith, Amber, I don't think that I realized that you are looking to fire off emails to non users. Keith's link to my posting is a good outline as to how this can be done and if you need any help setting that up, let me know here or via the information in my Profile.
- sorry Mark I originally addressed this to Amber but Juan actually asked the question...
- Also stuck on this.
Your email notification and reminders are very 'set in stone'. It's a pity as Quickbase is a great platform- I agree with you. It is so basic that it is actually worthless to set it up when you cannot alert users as which record you are reminding about. In my case I have to attach the reminder to project name. With respect for QBTOOLs, I personally think that QB is trying to lift the bottom lines of other business by choosing not to improve the platform.
- Arshad,
When the reminder is sent, it includes a report of the records the user is being reminded about. Can you further explain where you feel that this is deficient?
The reason that there is no ability to select fields for the Subsject and body, is that a reminder is very similar to a subscription where the report might have 1 record or 1,000,records now due for reminder. So the system cannot use data from a field as there could be 1,000 records.
So you would set up the reminder with a message to the user like. "These following projects are now due for review"
Then the user will see the list of Projects in the Reminder email. - Thanks Mark. Given the number of roles I have, I can send reminder to only one role at a time. I will end up creating a lot of reminders. Then the issue is what is the underlying report based on? There is no indication in the reminder screen. Is it the home report? In that case I will have to make a very wide report to address requirements of all roles.
